Creative Planning
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Creative Planning’s VanEck Short Muni ETF SMB Stock Holding History

Creative Planning’s Portfolio SMB Stock Details SMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-13,590
Closed -$232K – 2515
2022
Q1 		$232K Buy
+13,590
New +$238K ﹤0.01% 1803

Other funds holding SMB

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Creative Planning's SMB Position: Q2 2022 in Review

Creative Planning sold out of VanEck Short Muni ETF (SMB) in Q2 2022, closing a stake of 13,590 shares — an estimated $232K sold.

Creative Planning first reported a position in SMB in Q1 2022 and held it in 1 quarter. The position peaked at $232K in Q1 2022. 102 funds tracked by Wall St. Rank hold SMB as of Q2 2022.

  • Creative Planning reported no remaining VanEck Short Muni ETF position as of Q2 2022 after selling out during the quarter.
  • Creative Planning sold 13,590 VanEck Short Muni ETF shares in Q2 2022, an estimated $232K.
  • Creative Planning first reported a position in VanEck Short Muni ETF in Q1 2022 and held it in 1 quarter.
  • Creative Planning's VanEck Short Muni ETF position peaked at $232K in Q1 2022.
  • 102 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.